Thought Leader Systems has been an official Salesforce partner for many years and offers you everything from a single source: whether it is consulting, the design and implementation of complex CRM projects, system integration, business support, the optimization of systems, or the training of your employees.
How to achieve success with Salesforce CRM
What is Salesforce CRM or the Sales Cloud?
Salesforce CRM, officially named Salesforce Sales Cloud, connects your sales team with marketing, service, commerce, and more. Analytics and intelligence features help you better understand your data, gain new insights and make AI-powered forecasts. Forecasting tools, lead management, and automated configuration, pricing, and quoting enable your teams to close deals faster. Built-in onboarding, training, and coaching tools allow you to continuously develop your sales team and quickly onboard new team members.
Salesforce CRM - a combination of management approach and software solution
You have chosen Salesforce CRM, but unfortunately, it is not enough. Customer relationship management means much more than simply integrating a CRM system into your IT landscape. For example, Salesforce Sales Cloud 360 can support your employees in their daily work as well as provide suggestions for action for optimal customer management. Whether your employees think in a customer-friendly and customer-oriented way, whether your processes are really geared towards the customer and whether optimal customer management is also "lived" in your company - a CRM system will not answer these questions for you.
It is important to be clear about what you want to achieve with your customer relationship management before you purchase the software. So before you start looking for a CRM tool, you should know your requirements and which areas the CRM system should support. Because in general, the software must always be adapted to your requirements and not vice versa!
If you are unsure, it is worthwhile to consult independent consultants such as Thought Leader Systems who can help you choose the right solution for your needs.
Salesforce CRM: We deliver expert advice
- the development of your CRM vision and CRM strategy
- the creation of your specifications & a roadmap
- selecting the CRM system and software package that is right for you
- the implementation of a CRM system such as Salesforce CRM
- the combination with other tools (tech stack) in order to exploit the full potential of the CRM solution
- the definition of key performance indicators (KPIs)
- the continuous alignment and optimization of existing customer management processes
Discover the full potential of Salesforce CRM toghether with us and save valuable time and money for your company!
Contact Your Expert
Get a Free Consultation
Do you have questions about Salesforce CRM? Contact our Salesforce experts.
Request a free consultation now!Getting your Salesforce CRM implementation right
Thought Leader Systems is an official Salesforce partner and has years of experience in the implementation and continuation of complex CRM projects. Our experts can help you select the right CRM system and the functionalities that are important to you, as well as implement the CRM software and integrate it into your existing IT landscape.
What does Salesforce CRM or Sales Cloud 360 do?
Opportunity-Management
Keep track of all sales project details with Salesforce CRM.
Lead-Management
Track leads to completion and optimizes campaigns across all channels.
Mobile
The Salesforce Mobile App turns your mobile device into a portable sales office.
Workflows & Approvals
Design and automate business processes quickly and easily using drag-and-drop.
Reports & Dashboards
Monitor business transactions in real-time and create detailed reports.
Sales Forecasts
Get real-time insights into your teams' forecasts.
Salesforce CRM: Which integrations are possible, necessary, and useful?
The Salesforce CRM is part of the Salesforce Sales Cloud 360 and offers a variety of powerful and integrated modules that are specifically designed for modern sales, service, and marketing. Depending on your needs, you can book and use all modules individually. This means you always remain flexible. Automatic updates from the cloud ensure that the modules are continuously improved and remain current.
Thought Leader Systems not only helps you to seamlessly connect the Salesforce components but also - if possible - to create interfaces to other systems so that Salesforce CRM can unfold its full potential. Many software applications can be easily linked to Salesforce CRM like
- ERP: By connecting to an ERP system, your company receives information on sales history, shipping orders, project orders, and other areas.
- Marketing Automation: By linking Salesforce CRM to your marketing automation, you can build a holistic customer experience.
- E-commerce: Link all customer information and interactions across channels to get a 360-degree view of the customer.
You have so many possibilities. Thought Leader Systems will be happy to advise you!
Salesforce CRM – Training and Empowerment
Are you looking to implement Salesforce CRM or are you already using the CRM system but you are far from knowing all the tricks to get the most out of your solution? Thought Leader Systems offers beginners as well as advanced Salesforce users the opportunity to dive deeply and profoundly into the functionalities of Salesforce CRM. In our individually tailored training courses, participants learn not only how numerous technical features work, but also how the individual components are configured and how they can be used in practice. The training of our experts is always very close to practice.
Target group: Salesforce users; sales, marketing, and service managers; employees from the areas of marketing, sales, and service.
Advantages:
- Participants learn about the functions of the Salesforce Sales Cloud
- Practical examples show the direct benefits of the respective features
- Participants can use the full potential of Salesforce CRM
- Employees gain confidence in using the functionalities
- The training is always practical and results-oriented
- Salesforce Sales Cloud can be used much more effectively as a CRM system
Successful customer management with Salesforce Sales Cloud 360
Thought Leader Systems not only helps you to use Salesforce Sales Cloud 360 efficiently, but we also adapt to your market, your goals, and your target groups. We support you in all your problems - whether it is, for example, the development of a CRM strategy, the selection of the right CRM system, its implementation, or the further development of your concept. When it comes to Customer Relationship Management, you can rely on our holistic support. Among other things, we help you:
- develop and consistently improve your customer communication
- to bring your database up to scratch, to standardize it, and thereby realize its full potential
- develop and automate your sales, marketing, and service strategy
- segment your customers in order to address them in a personalized and individual way
- in generating leads and developing them into loyal customers
- to set up an efficient lead scoring and to better evaluate leads
- convince your employees of CRM and introduce them to the Salesforce Sales Cloud, for example
Get a Free Consultation
Do you have questions about Salesforce CRM? Contact our Salesforce experts.
Salesforce CRM – Operations Support in Daily Business
The implementation of Salesforce CRM is only one of many challenges that companies have to deal with on a daily basis. Every company is confronted with a wide variety of tasks over time. Thought Leader Systems is always at your side as a flexible and reliable agency partner. We quickly face your growing and changing tasks in sales, marketing, service, management, and communication. Because as a service agency, Thought Leader Systems supports you in your individual tasks. Our support is always based on your personal needs.
Your long-term agency partner
Thought Leader Systems works as your permanent service partner in the "running business". We build on a trusting relationship by listening closely to you to understand your challenges.
Flexible support for your marketing and sales projects
We support your teams as an external partner to cushion seasonal peaks in annual business and to successfully manage newly added major or change projects. With additional personnel capacities and with our project management specialists.
Your professional partner on site
Thought Leader Systems works directly on-site if desired. When it matters, we provide your interim management (e.g. for projects or cases of illness). Together with your team, we are responsible "on-site" for the success of major projects and milestones and support you with manpower and know-how.
Salesforce Health-Check and Optimization
Enhancements, staffing, process changes, and the constant influx of data can all impact the performance of Salesforce Sales Cloud. The Salesforce Health Check from Thought Leader Systems provides you with a comprehensive profitability check of your CRM system. We check whether the integration of the CRM system still offers potential for optimization or whether the connection of your other systems is working smoothly.
In doing so, we check much more than Salesforce CRM. We also talk to the key users from sales, marketing and service: How is the tool used? Where is there potential for improvement in the handling? Which functions would perhaps still be advantageous? You benefit here from our many years of Salesforce experience. We know what is possible.
The Salesforce Health Check enables you to quickly improve your performance and shows where there is potential for optimization. In this way, a "roadmap" is created for a functional and efficient CRM system that enables your company to reach new heights in the field of customer relationship management.
Would you like an overview of your performance and the optimization possibilities of your tools and processes? Contact our experts. We will be happy to help you.